Robert Philip Renshaw

Fountainhead Advisors

17 Years of Experience

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Firm Information

Fountainhead Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

1,289 clients

Average Client Portfolio

$791K average

Assets Under Management

$1.0B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.45%
$250K - $500K	1.35%
$500K - $1.0M	1.25%
$1.0M - $2.5M	1.15%
$2.5M+	1.05%

Fees may be negotiable. FAM provides direct management services for most clients and receives a negotiated portion of the above fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$2,500 - $15,000

Fountainhead charges fixed fees for financial planning and pension consulting, ranging from $2,500 to $15,000. Investment management fees are based on a percentage of assets under management. Certain legacy clients are charged a Reporting & Administrative fee of up to $150 per account. Sub-advisory fees range from 0.10% - 1.0%.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

10 Independence Blvd, Suite 120, Warren, NJ, 07059

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Regulatory History (1)

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